See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,200 | $58,264+664.1% | $86,612+414.0% | $71,457+523.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.03% | 21.63%-4.6pp | 591.07%-574.0pp | 28.85%-11.8pp |
| Employer contribution / active EE | $25,327 | $2,574+884.0% | $3,022+738.0% | $2,588+878.8% |
| Participant deferral / active EE | $5,406 | $3,436+57.3% | $4,438+21.8% | $4,289+26.0% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,614-100.0% | $1,587-99.9% |